STEMNYSEServices-Computer Integrated Systems DesignFiscal year ends December 31
STEM, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 13, 2026
$3.41−0.07 (-2.01%)
Close on Oct 19, 2026
- Market cap
- $31.07M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
22.9%
2M of 10M shares
Institutional holders
73
10 new, 11 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 17 sales
Net sold $389.51K
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of STEM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Marshall Wace, Llp | 405,608 | 4.21% | $3.17M | +114,268 | 0.00% |
| Vanguard Capital Management LLC | 361,249 | 3.75% | $2.82M | +17,436 | 0.00% |
| BlackRock, Inc. | 164,477 | 1.71% | $1.28M | +29,765 | 0.00% |
| Trexquant Investment LP | 110,640 | 1.15% | $864.10K | +18,964 | 0.01% |
| Two Sigma Investments, LP | 103,234 | 1.07% | $806.26K | −72,155 | 0.00% |
| Gsa Capital Partners Llp | 102,321 | 1.06% | $799 | −6,181 | 0.05% |
| Bnp Paribas Arbitrage, Snc | 93,094 | 0.97% | $727.06K | +40,000 | 0.00% |
| Geode Capital Management, LLC | 93,014 | 0.97% | $726.79K | +962 | 0.00% |
| Acadian Asset Management LLC | 74,646 | 0.78% | $579 | +64,083 | 0.00% |
| Renaissance Technologies LLC | 66,482 | 0.69% | $519.22K | +7,907 | 0.00% |
| Bridgeway Capital Management, LLC | 59,600 | 0.62% | $465.48K | −10,000 | 0.01% |
| Vanguard Fiduciary Trust Co | 56,898 | 0.59% | $444.37K | +7,180 | 0.00% |
| Longaeva Partners L.P. | 48,186 | 0.50% | $376.33K | New | 0.01% |
| State Street Corp | 38,278 | 0.40% | $298.95K | −1 | 0.00% |
| Morgan Stanley | 37,661 | 0.39% | $294.13K | −10,374 | 0.00% |
| Cohen & Steers, Inc. | 31,887 | 0.33% | $249 | – | 0.00% |
| Royal Bank of Canada | 29,636 | 0.31% | $231.00K | +1,423 | 0.00% |
| XTX Topco Ltd | 29,482 | 0.31% | $230.25K | +19,310 | 0.00% |
| Citigroup Inc | 28,526 | 0.30% | $222.79K | −8,688 | 0.00% |
| Hsbc Holdings PLC | 28,424 | 0.30% | $221.42K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 73 | 2M | 22.9% | 10 / 16 | 19 / 11 | 0M | 0M |
| Q1 2026 | 75 | 2M | 20.4% | 12 / 16 | 22 / 20 | 1M | 0M |
| Q4 2025 | 86 | 2M | 19.6% | 20 / 18 | 25 / 18 | 0M | 0M |
| Q3 2025 | 85 | 2M | 20.4% | 24 / 20 | 20 / 19 | 1M | 0M |
| Q2 2025 | 80 | 2M | 16.9% | 79 / 0 | 0 / 0 | 2M | 0M |
| Q1 2025 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q4 2024 | 1 | 0M | 0.0% | 0 / 0 | 1 / 0 | 0M | 0M |
| Q3 2024 | 1 | 0M | 0.0% | 0 / 0 | 0 / 0 | 0M | 0M |
| Q2 2024 | 1 | 0M | 0.0% | 1 / 0 | 0 / 0 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of STEM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 245,987 | 2.56% | $1.92M | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 96,283 | 1.00% | $751.97K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Fund | 44,000 | 0.46% | $343.64K | 0.35% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 42,764 | 0.44% | $415.67K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 27,987 | 0.29% | $218.58K | 0.01% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 15,600 | 0.16% | $121.84K | 0.08% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 14,950 | 0.16% | $145.31K | 0.00% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 12,948 | 0.13% | $125.85K | 0.00% | May 31, 2026 |
| T. Rowe Price Extended Equity Market Index Fund | 9,510 | 0.10% | $74.27K | 0.01% | Jun 30, 2026 |
| Goldman Sachs Absolute Return Tracker Fund | 6,438 | 0.07% | $50.28K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 4,672 | 0.05% | $36.49K | 0.00% | Jun 30, 2026 |
| Corgi Battery Energy Storage Systems ETF | 4,640 | 0.05% | $36.24K | 1.70% | Jun 30, 2026 |
| Vanguard Balanced Index Fund | 4,280 | 0.04% | $33.43K | 0.00% | Jun 30, 2026 |
| 1290 VT Micro Cap Portfolio | 1,866 | 0.02% | $14.57K | 0.01% | Jun 30, 2026 |
| Blackstone Alternative Multi-Strategy Fund | 300 | 0.00% | $2.34K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael James Carlson | President, Managed Services | 26,020 | 0.27% | Sep 29, 2026 |
| Brian Musfeldt | Chief Financial Officer | 2,379 | 0.02% | Jul 21, 2026 |
| Arun Narayanan | Chief Executive Officer | 19,109 | 0.20% | Jul 2, 2026 |
| Matthew Tappin | President, Software Products | 9,577 | 0.10% | Jul 2, 2026 |
| Saul R. Laureles | Chief Legal Officer | 34,525 | 0.36% | Jul 2, 2026 |
| Jeffrey T. Cabot | Chief Accounting Officer | – | – | Jan 7, 2026 |
| Rahul Shukla | Chief Accounting Officer | 0 | – | Nov 19, 2025 |
| Hofeldt Albert | Chief Technology Officer | 185,863 | 1.93% | Feb 21, 2025 |
| Kim Homenock | Chief People Officer | 184,568 | 1.92% | Feb 21, 2025 |
| Ira M. Birns | Director | 14,207 | 0.15% | Aug 11, 2026 |
| Vasudevan Guruswamy | Director | 10,597 | 0.11% | Aug 11, 2026 |
| Adam Daley | Director | 28,985 | 0.30% | Aug 11, 2026 |
| David S. Buzby | Director | 51,046 | 0.53% | Aug 11, 2026 |
| Anil Tammineedi | Director | 229,965 | 2.39% | Aug 11, 2026 |
| Krishna Shivram | Director | 10,597 | 0.11% | Aug 11, 2026 |
| Laura D. Tyson | Director | 15,473 | 0.16% | Aug 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michael James Carlson President, Managed Services | Sep 29, 2026 | Sale | −146 | $4.67 | $682 | 26,020 |
| Michael James Carlson President, Managed Services | Sep 26, 2026 | Option exercise | +305 | $4.48 | $1.37K | 26,166 |
| Laura D. Tyson Director | Aug 7, 2026 | Award | +7,486 | – | – | 15,473 |
| Ira M. Birns Director | Aug 7, 2026 | Option exercise | +7,486 | – | – | 14,207 |
| Vasudevan Guruswamy Director | Aug 7, 2026 | Option exercise | +7,486 | – | – | 10,597 |
| Krishna Shivram Director | Aug 7, 2026 | Option exercise | +7,486 | – | – | 10,597 |
| Adam Daley Director | Aug 7, 2026 | Option exercise | +7,486 | – | – | 19,535 |
| David S. Buzby Director | Aug 7, 2026 | Option exercise | +7,486 | – | – | 7,486 |
| Anil Tammineedi Director | Aug 7, 2026 | Option exercise | +7,486 | – | – | 15,473 |
| Brian Musfeldt Chief Financial Officer | Jul 20, 2026 | Sale | −996 | $6.11 | $6.09K | 2,379 |
| Brian Musfeldt Chief Financial Officer | Jul 17, 2026 | Option exercise | +3,375 | $6.26 | $21.13K | 3,375 |
| Michael James Carlson President, Managed Services | Jul 2, 2026 | Sale | −1,347 | $7.85 | $10.57K | 25,861 |
| Saul R. Laureles Chief Legal Officer | Jul 2, 2026 | Sale | −675 | $7.85 | $5.30K | 34,525 |
| Arun Narayanan Chief Executive Officer | Jul 2, 2026 | Sale | −1,996 | $7.85 | $15.67K | 19,109 |
| Matthew Tappin President, Software Products | Jul 2, 2026 | Sale | −996 | $7.85 | $7.82K | 9,577 |
| Michael James Carlson President, Managed Services | Jun 30, 2026 | Option exercise | +2,750 | $7.81 | $21.48K | 27,208 |
| Michael James Carlson President, Managed Services | Jun 30, 2026 | Option exercise | +5,000 | $7.81 | $39.05K | 24,458 |
| Saul R. Laureles Chief Legal Officer | Jun 30, 2026 | Option exercise | +5,000 | $7.81 | $39.05K | 32,450 |
| Saul R. Laureles Chief Legal Officer | Jun 30, 2026 | Option exercise | +2,750 | $7.81 | $21.48K | 35,200 |
| Arun Narayanan Chief Executive Officer | Jun 30, 2026 | Option exercise | +8,125 | $7.81 | $63.46K | 21,105 |
| Matthew Tappin President, Software Products | Jun 30, 2026 | Option exercise | +5,000 | $7.81 | $39.05K | 7,823 |
| Matthew Tappin President, Software Products | Jun 30, 2026 | Option exercise | +2,750 | $7.81 | $21.48K | 10,573 |
| Matthew Tappin President, Software Products | Mar 11, 2026 | Sale(10b5-1 plan) | −402 | $10.83 | $4.35K | 2,823 |
| Saul R. Laureles Chief Legal Officer | Mar 10, 2026 | Sale | −942 | $11.12 | $10.48K | 27,450 |
| Michael James Carlson President, Managed Services | Mar 10, 2026 | Sale | −2,079 | $11.12 | $23.12K | 19,458 |
| Matthew Tappin President, Software Products | Mar 10, 2026 | Sale | −655 | $11.12 | $7.28K | 3,225 |
| Arun Narayanan Chief Executive Officer | Mar 10, 2026 | Sale | −5,145 | $11.12 | $57.21K | 12,980 |
| Saul R. Laureles Chief Legal Officer | Mar 7, 2026 | Option exercise | +2,916 | – | – | 28,392 |
| Michael James Carlson President, Managed Services | Mar 7, 2026 | Option exercise | +3,541 | – | – | 21,537 |
| Matthew Tappin President, Software Products | Mar 7, 2026 | Option exercise | +1,458 | – | – | 3,880 |
| Arun Narayanan Chief Executive Officer | Mar 7, 2026 | Option exercise | +12,500 | – | – | 12,500 |
| Arun Narayanan Chief Executive Officer | Mar 7, 2026 | Option exercise | +5,625 | – | – | 18,125 |
| Matthew Tappin President, Software Products | Mar 4, 2026 | Sale | −185 | $10.00 | $1.85K | 2,422 |
| Matthew Tappin President, Software Products | Mar 3, 2026 | Sale | −300 | $9.67 | $2.90K | 2,607 |
| Saul R. Laureles Chief Legal Officer | Mar 3, 2026 | Sale | −292 | $9.67 | $2.82K | 25,476 |
| Saul R. Laureles Chief Legal Officer | Mar 1, 2026 | Option exercise | +904 | – | – | 25,768 |
| Matthew Tappin President, Software Products | Mar 1, 2026 | Option exercise | +670 | – | – | 2,907 |
| Matthew Tappin President, Software Products | Feb 20, 2026 | Sale | −366 | $11.40 | $4.17K | 2,237 |
| Michael James Carlson President, Managed Services | Feb 19, 2026 | Tax withholding | −730 | $11.30 | $8.25K | 17,996 |
| Saul R. Laureles Chief Legal Officer | Feb 19, 2026 | Tax withholding | −536 | $11.30 | $6.06K | 24,864 |
| Matthew Tappin President, Software Products | Feb 19, 2026 | Tax withholding | −522 | $11.30 | $5.90K | 2,603 |
| Matthew Tappin President, Software Products | Feb 15, 2026 | Option exercise | +1,253 | – | – | 3,125 |
| Michael James Carlson President, Managed Services | Feb 15, 2026 | Option exercise | +1,342 | – | – | 18,726 |
| Saul R. Laureles Chief Legal Officer | Feb 15, 2026 | Option exercise | +1,790 | – | – | 25,400 |
| Rahul Shukla Chief Accounting Officer | Nov 18, 2025 | Sale | −3,674 | $16.21 | $59.56K | 0 |
| Matthew Tappin President, Software Products | Nov 11, 2025 | Sale | −9,584 | $17.70 | $169.64K | 1,872 |
| Rahul Shukla Chief Accounting Officer | Nov 10, 2025 | Tax withholding | −2,076 | $18.27 | $37.93K | 3,674 |
| Matthew Tappin President, Software Products | Nov 10, 2025 | Tax withholding | −5,416 | $18.27 | $98.95K | 11,456 |
| Michael James Carlson President, Managed Services | Nov 10, 2025 | Tax withholding | −6,743 | $18.27 | $123.19K | 17,384 |
| Saul R. Laureles Chief Legal Officer | Nov 10, 2025 | Tax withholding | −3,379 | $18.27 | $61.73K | 23,610 |
| Rahul Shukla Chief Accounting Officer | Nov 7, 2025 | Option exercise | +5,750 | – | – | 5,750 |
| Matthew Tappin President, Software Products | Nov 7, 2025 | Option exercise | +15,000 | – | – | 16,872 |
| Michael James Carlson President, Managed Services | Nov 7, 2025 | Option exercise | +13,750 | – | – | 24,127 |
| Saul R. Laureles Chief Legal Officer | Nov 7, 2025 | Option exercise | +13,750 | – | – | 26,989 |
| David S. Buzby Director | Jul 3, 2025 | Gift | +5,511 | – | – | 37,571 |
| David S. Buzby Director | Jul 3, 2025 | Gift | −5,511 | – | – | 478 |
| Matthew Tappin President, Software Division | Jun 16, 2025 | Sale(10b5-1 plan) | −20,823 | $0.45 | $9.37K | 37,458 |
| Matthew Tappin President, Software Division | May 30, 2025 | Sale(10b5-1 plan) | −1,164 | $0.45 | $524 | 58,281 |
| Matthew Tappin President, Software Division | May 29, 2025 | Option exercise | +2,775 | – | – | 59,445 |
| Anil Tammineedi Director | May 29, 2025 | Option exercise | +110,236 | – | – | 159,747 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael James Carlson Officer | Sep 29, 2026 | 146 | $671 | Sep 29, 2026 | Restricted Stock Vesting |
| Saul R. Laureles Officer | Aug 10, 2026 | 1,841 | $10.03K | Aug 10, 2026 | Restricted Stock Vesting |
| Michael James Carlson Officer | Aug 10, 2026 | 3,673 | $20.02K | Aug 10, 2026 | Restricted Stock Vesting |
| Brian Musfeldt Officer | Aug 10, 2026 | 1,138 | $6.20K | Aug 10, 2026 | Restricted Stock Vesting |
| Matthew Tappin Officer | Aug 10, 2026 | 2,712 | $14.78K | Aug 10, 2026 | Restricted Stock Vesting |
| Saul R. Laureles Officer | Jul 29, 2026 | 1,277 | $6.49K | Jul 29, 2026 | Restricted Stock Vesting |
| Michael James Carlson Officer | Jul 29, 2026 | 2,548 | $12.96K | Jul 29, 2026 | Restricted Stock Vesting |
| Matthew Tappin Officer | Jul 29, 2026 | 1,881 | $9.57K | Jul 29, 2026 | Restricted Stock Vesting |
| Brian Musfeldt Officer | Jul 20, 2026 | 996 | $6.09K | Jul 20, 2026 | Restricted Stock Vesting |
| Arun Narayanan Officer, Director | Jul 2, 2026 | 1,996 | $15.47K | Jul 2, 2026 | Restricted Stock Vesting |
| Michael James Carlson Officer | Jul 2, 2026 | 1,347 | $10.44K | Jul 2, 2026 | Restricted Stock Vesting |
| Saul R. Laureles Officer | Jul 2, 2026 | 675 | $5.23K | Jul 2, 2026 | Restricted Stock Vesting |
| Matthew Tappin Officer | Jul 2, 2026 | 996 | $7.72K | Jul 2, 2026 | Restricted Stock Vesting |
| Matthew Tappin Officer | Mar 11, 2026 | 402 | $4.35K | Mar 11, 2026 | Restricted Stock Vesting |
| Matthew Tappin Officer | Mar 10, 2026 | 655 | $7.28K | Mar 10, 2026 | Restricted Stock Vesting |